Sales Enablement Associate
About The Position
Optimatum Solutions is seeking a Sales Enablement Associate who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes. We're looking for a driven professional ready to take ownership in a role that blends sales support, CRM ownership, and marketing execution with market and M&A/PE research. In this position, you'll have the autonomy to shape how we grow revenue by owning CRM data integrity to ensure accurate pipelines, reporting, and client tracking, designing and refining sales materials that directly influence client engagement and deal success, executing marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact, and researching M&A, Private Equity, Healthcare, and related sectors to fuel thought leadership and sales materials. This is a fully in-office role, five days a week, based at our Midtown location in our New York City office. It's designed for someone who thrives in environments where initiative is valued and independence is encouraged, and who wants the chance to make a visible impact while growing their career alongside senior leadership. If you're ready to leverage your experience in a setting where agility, creativity, and impact matter and where your work will be seen and felt this is the role for you.
Requirements
- Bachelor's degree required; enrollment in or completion of a master's degree/equivalent a plus
- Minimum of 2 years of work experience in a similar capacity (sales support, marketing, research, or related field)
- Strong technical proficiency in CRM systems and MS Office
- Strong research, synthesis, and presentation skills, paired with sharp attention to detail
- Ability to execute marketing strategies across multiple platforms
- Comfortable with unstructured problems and competing priorities across multiple workstreams
- Ability to work independently as well as within a team environment
- Excellent interpersonal, presentation, verbal and written communication and listening skills
- Knowledge and familiarity with project management tools and processes
- Energy and commitment to deliver high quality results in condensed timeframes
Nice To Haves
- Prior experience in Private Equity, Investment Banking, M&A, or Sales Support desired, not required
- Interest in M&A, PE, Finance, and/or Healthcare/Benefits preferred
- Prior course experience in Finance and/or with Private Equity is highly desirable
Responsibilities
- Own CRM data integrity to ensure accurate pipelines, reporting, and client tracking
- Manage client relationships and expansion efforts with a proactive, independent approach
- Maintain organized electronic file systems to effectively monitor and track administrative and business development activities
- Execute marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact
- Design and refine sales materials that directly influence client engagement and deal success
- Draft thought leadership content based on research findings
- Assist in developing and executing marketing materials by segment
- Coordinate business development events and meetings
- Conduct ongoing research on M&A, Private Equity, Healthcare, and related sectors using publicly available and industry sources
- Review and synthesize insights from industry publications on a weekly, monthly, or quarterly cadence
- Extract key data points for use in marketing communications and sales materials
- Provide sales-related administrative support to senior management as needed
Benefits
- Salary and bonus
- Comprehensive Healthcare Coverage – Medical, Dental, Vision, Life Insurance, STD & LTD
- 401(k) with employer match
- Flexible time off policy including vacation, personal days and holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
